The Eric & Barbara Carle Foundation in Northhampton, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| The Eric & Barbara Carle Foundation | |
| Employer Identification Number (EIN) | 043296725 |
| Name of Organization | The Eric & Barbara Carle Foundation |
| In Care of Name | Eric Carle |
| Address | 38 Main St, Northhampton, MA 01060-3197 |
| Activities | Museum, zoo, planetarium, etc. |
| Subsection | Educational Organization |
| Ruling Date | 01/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,787,700 |
| Amount of Income | $1,605,186 |
| Form 990 Revenue Amount | $1,021,118 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Museum, Museum Activities |
Non-representatives - add comments:
Amount of income in 2013: $1,605,186 (it was $1,387,299 in 2012)
| The Eric & Barbara Carle Foundation: | $1,605,186 |
| Other organizations performing similar types of work: | $69,335 |
Assets in 2013: $2,787,700 (it was $2,116,013 in 2012)
| This organization: | $2,787,700 |
| Other organizations performing similar types of work: | $145,105 |
Expenses in 2012: $440,920
| This organization: | $440,920 |
| Other organizations performing similar types of work: | $47,186 |
Income to expenses ratio in 2012: 3.6
| This organization: | 3.6 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 79.1%
| This organization: | 79.1% |
| Other organizations performing similar types of work: | 26.3% |
Revenue for 2012
Expenses for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $768,859 | $159,154 | $0 | |
| Contributions, gifts, grants, etc., received | $608,367 | |||
| Interest on savings and temporary cash investments | $6,875 | |||
| Dividends and interest from securities | $2,212 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,338 | |||
| Other | $150,067 | |||
| Total expenses and disbursements | $440,920 | $6,562 | $0 | $434,360 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $8,320 | $6,562 | $1,760 | |
| Contributions, gifts, grants paid | $432,600 | |||
| Excess of revenue over expenses and disbursements | $327,939 | |||
| Net investment income | $152,592 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,116,013 | $2,162,901 |
| Cash - non-interest-bearing | $1,815 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $43,751 | |
| Other | $2,070,447 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,116,013 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $150,067 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $3,052 |
| Total credits and payments | $1,141 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,141 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1,911 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $2,049,552 |
| Net value of noncharitable-use assets | $2,018,800 |
| Minimum investment return | $100,940 |
| Distributable Amount (for 2012) | |
| Distributable amount | $97,888 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $97,888 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Trust For African Rock Arts | 77 W Wacker Dr, Chicago, IL 60601-1604 | IL | 2001-09 | $595,502 |
| 2 | The Eric & Barbara Carle Foundation | 38 Main St, Northhampton, MA 01060-3197 | MA | 1997-01 | $1,605,186 |
| 3 | Susan B Anthony Birthplace Museum Inc | 67 East Rd, Adams, MA 01220 | MA | 2008-02 | $966,136 |
| 4 | Westfield Museum Inc | 360 Elm St, Westfield, MA 01085-2922 | MA | 2009-06 | $486,947 |
| 5 | Strawberry Lane Foundation Inc | 8 Strawberry Ln, Yarmouth Port, MA 02675-1725 | MA | 2004-05 | $341,819 |
| 6 | Childrens Museum Of Greater Fall River Inc | 441 North Main Street, Fall River, MA 02720 | MA | 2001-06 | $192,544 |
| 7 | United States Lightship Museum Inc | 1 Melvin Ave, Beverly, MA 01915-3923 | MA | 2009-05 | $147,056 |
| 8 | Trayser Museum Directors Inc, Us Custom House Coast Guard Heritag | 3353 Main St, Barnstable, MA 02630 | MA | 2006-03 | $35,519 |
| 9 | Doll E Daze Project And Meseum Inc | 12 County Street, Mansfield, MA 02048 | MA | 2009-05 | $33,541 |
| 10 | East Longmeadow High School Athletic Hall Of Fame | 17 Waterman Ave, East Longmeadow, MA 01028 | MA | 2010-09 | $27,250 |
| 11 | West End Museum Incorporated | 150 Staniford St Ste 7, Boston, MA 02114-2557 | MA | 2011-10 | $23,782 |
| 12 | Fenway Park Living Museum Fund | 4 Yawkey Way, Boston, MA 02215 | MA | 2012-06 | $17,092 |
| 13 | Top Fun Aviation Toy Museum Inc | PO BOX 700, Dracut, MA 01826-0700 | MA | 1998-04 | $16,358 |
| 14 | Blue Hill Adventures & Quarry Museum | PO BOX 843, Westwood, MA 02090 | MA | 2004-06 | $14,652 |
| 15 | Littleton High School Athletic | Po Box 933, Littleton, MA 01460 | MA | 2010-10 | $12,887 |
| 16 | Quincy Quarry And Granite Workers Museum | PO BOX 690724, Quincy, MA 02269-0724 | MA | 2010-01 | $4,221 |
| 17 | American Friends Of The Leipzig Bach-Archive Inc | 11a Mt Auburn Street, Cambridge, MA 02138 | MA | 2011-07 | $0 |
| 18 | Amesbury Hat Museum Inc | 2nd Belmont St, Amesbury, MA 01913 | MA | 2003-01 | $0 |
| 19 | Audio Recording Museum Of Science Inc | 248a Old Lyman Rd, South Hadley, MA 01075-2653 | MA | 2003-06 | $0 |
| 20 | Barre Museum Association Inc A Non-Profit Corporation | PO BOX 910, Barre, MA 01005-0910 | MA | 2014-06 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,844 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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